Background
As a Client Service Assistant at Allegacy Wealth Management, I work alongside Timothy Bowles in providing attentive, personalized service to our clients. Having been with Allegacy for nearly four years, I enjoy helping create a smooth and welcoming experience while supporting the details that keep our clients’ financial plans on track.
Originally from Southwest Virginia, my husband and I relocated to North Carolina in 2006 and have enjoyed making it home ever since. Outside of work, I enjoy spending time with my family - including our dog, a rescue from Stokes County - getting lost in a good mystery novel, or unwinding with a true crime television series.
Why Allegacy
I chose Allegacy because it is a well-respected organization that genuinely invests in its employees. The culture immediately resonated with me—supportive, team‑ oriented, and centered on doing what’s best for our clients. I enjoy working in an environment where I can contribute meaningfully, collaborate with others, and truly make a difference for the members we serve. I’m‑ also excited to learn from experienced advisors and continue growing my knowledge in retirement planning and investing.
What does client service mean to you?
What makes great client support is being passionate about creating positive client experience and making sure every interaction is efficient, responsive, and welcoming. I take pride in being a reliable resource for both clients and our advisory team, helping ensure that each client feels supported and confident in their financial journey.
Contact
336-794-7091